SWM
FTGC icon

Shelton Wealth Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Shelton Wealth Management’s Portfolio FTGC Stock Details FTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$250K Sell
9,243
-2,752
-23% -$79.2K 0.1% 113
2026
Q1 		$344K Sell
11,995
-3,404
-22% -$88K 0.15% 103
2025
Q4 		$358K Sell
15,399
-688
-4% -$17.9K 0.16% 105
2025
Q3 		$417K Hold
16,087
– – 0.19% 101
2025
Q2 		$397K Sell
16,087
-80,979
-83% -$1.99M 0.2% 101
2025
Q1 		$2.48M Buy
97,066
+16,636
+21% +$417K 1.42% 15
2024
Q4 		$1.92M Sell
80,430
-115,537
-59% -$2.74M 1.05% 23
2024
Q3 		$4.64M Sell
195,967
-4,531
-2% -$105K 2.64% 12
2024
Q2 		$4.79M Sell
200,498
-25,940
-11% -$628K 2.87% 7
2024
Q1 		$5.37M Sell
226,438
-1,929
-0.8% -$44.4K 3.38% 7
2023
Q4 		$5.12M Sell
228,367
-88,030
-28% -$2.05M 3.64% 7
2023
Q3 		$7.59M Buy
316,397
+6,616
+2% +$160K 6.07% 5
2023
Q2 		$7.05M Buy
309,781
+8,525
+3% +$196K 5.47% 7
2023
Q1 		$7.08M Buy
301,256
+41,914
+16% +$996K 5.74% 6
2022
Q4 		$6.35M Buy
259,342
+11,159
+4% +$291K 5.02% 7
2022
Q3 		$6.29M Buy
248,183
+552
+0.2% +$14.6K 5.6% 5
2022
Q2 		$6.63M Sell
247,631
-52,688
-18% -$1.53M 5.63% 5
2022
Q1 		$8.54M Sell
300,319
-69,872
-19% -$1.83M 6.74% 4
2021
Q4 		$8.54M Buy
+370,191
New +$9.1M 6.72% 5

Other funds holding FTGC

FEG
Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return